Keystone Wealth Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Sell |
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|
2025
Q1 | $3.81M | Sell |
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|
2024
Q4 | $3.87M | Buy |
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|
2024
Q3 | $3.04M | Buy |
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|
2024
Q2 | $2.63M | Buy |
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|
2024
Q1 | $2.4M | Buy |
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|
2023
Q4 | $627K | Sell |
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|
2023
Q3 | $732K | Sell |
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|
2023
Q2 | $781K | Sell |
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|
2023
Q1 | $814K | Buy |
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|
2022
Q4 | $762K | Buy |
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|
2022
Q3 | $667K | Buy |
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|
2022
Q2 | $680K | Buy |
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|
2022
Q1 | $733K | Sell |
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|
2021
Q4 | $808K | Buy |
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